+54.3%
VXUS vs TRI
-10.1%
+64.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.5% |
| 7D | +0.3% | -8.4% | +8.7% | +1.3% |
| 30D | +0.7% | -6.5% | +7.1% | +1.3% |
| 3M | +4.8% | +18.6% | -13.8% | +1.3% |
| 6M | +11.3% | -10.4% | +21.8% | +13.4% |
| YTD | +16.5% | -23.7% | +40.2% | +24.5% |
| 1Y | +24.3% | -42.5% | +66.7% | +45.7% |
| 3Y | +74.5% | -19.3% | +93.8% | +74.2% |
| 5Y | +54.3% | -9.7% | +64.0% | +38.7% |
| All | +54.3% | -10.1% | +64.4% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling